Financial Perspectives’s Q2 Holdings QTWO Stock Holding History

Financial Perspectives’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.6K	Hold	300	–	–	﹤0.01%	487
2026 Q2	$14.4K	Hold	300	–	–	﹤0.01%	503
2026 Q1	$14.2K	Hold	300	–	–	﹤0.01%	494
2025 Q4	$21.6K	Hold	300	–	–	0.01%	423
2025 Q3	$21.7K	Hold	300	–	–	0.01%	415
2025 Q2	$28.1K	Hold	300	–	–	0.01%	378
2025 Q1	$24K	Hold	300	–	–	0.01%	390
2024 Q4	$30.2K	Hold	300	–	–	0.01%	357
2024 Q3	$23.9K	Hold	300	–	–	0.01%	369
2024 Q2	$18.1K	Hold	300	–	–	0.01%	395
2024 Q1	$15.8K	Hold	300	–	–	0.01%	408
2023 Q4	$13K	Hold	300	–	–	0.01%	438
2023 Q3	$9.7K	Hold	300	–	–	﹤0.01%	452
2023 Q2	$9.27K	Hold	300	–	–	﹤0.01%	458
2023 Q1	$7.39K	Hold	300	–	–	﹤0.01%	475
2022 Q4	$8.06K	Hold	300	–	–	﹤0.01%	464
2022 Q3	$9.7K	Hold	300	–	–	0.01%	443
2022 Q2	$11.6K	Hold	300	–	–	0.01%	422
2022 Q1	$18.5K	Hold	300	–	–	0.01%	387
2021 Q4	$23.8K	Hold	300	–	–	0.01%	334
2021 Q3	$24K	Hold	300	–	–	0.01%	334
2021 Q2	$30.8K	Hold	300	–	–	0.02%	321
2021 Q1	$30.1K	Hold	300	–	–	0.02%	300
2020 Q4	$38K	Hold	300	–	–	0.02%	257
2020 Q3	$27.4K	Hold	300	–	–	0.02%	255
2020 Q2	$25.7K	Hold	300	–	–	0.02%	246
2020 Q1	$17.7K	Hold	300	–	–	0.01%	252
2019 Q4	$24.3K	Buy	+300	New	+$23.1K	0.02%	239

Other funds holding QTWO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Financial Perspectives's QTWO Position: Q3 2026 in Review

Financial Perspectives held its Q2 Holdings (QTWO) position steady in Q3 2026 at 300 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Financial Perspectives first reported a position in QTWO in Q4 2019 and has held it in 28 quarters since. The position peaked at $38K in Q4 2020. 202 funds tracked by Wall St. Rank hold QTWO as of Q3 2026.

Financial Perspectives held 300 shares of Q2 Holdings worth $16.6K as of Q3 2026.
Financial Perspectives left its Q2 Holdings share count unchanged in Q3 2026.
Q2 Holdings made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #487 holding.
Financial Perspectives first reported a position in Q2 Holdings in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's Q2 Holdings position peaked at $38K in Q4 2020.
202 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.